We at Sugar Creek Investment Management, LLC believe that capturing fundamental alpha in agriculture requires in-depth knowledge about the underlying commodities, such as how they are produced, priced, traded, and consumed. We also believe that one cannot back-test discretionary fundamental agriculture trading and that forecasting positive returns is a function of qualitative judgment made on the trading specialist’s ability to manage risk/reward in a practical manner in respect to their trading discipline and market focus. This trading philosophy is just one of many but it is where we feel we have an edge and it is an approach that we…